+182.8%
VXUS vs NUE
+730.6%
-547.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | +1.0% | -6.0% | +7.0% | +2.8% |
| 3M | +5.7% | +1.4% | +4.2% | +4.6% |
| 6M | +13.6% | +52.8% | -39.3% | -1.4% |
| YTD | +17.4% | +58.1% | -40.7% | +0.6% |
| 1Y | +25.1% | +80.4% | -55.3% | +2.3% |
| 3Y | +75.8% | +62.3% | +13.6% | +43.3% |
| 5Y | +55.4% | +146.2% | -90.8% | +2.5% |
| 10Y | +146.4% | +549.5% | -403.1% | -5.2% |
| All | +182.8% | +730.6% | -547.8% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling